HH

Hilltop Holdings Portfolio holdings

AUM $1.56B
1-Year Est. Return 20.2%
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.01M
3
+$2.58M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.46M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.39M

Top Sells

1
+$8.63M
2
+$4.59M
3
+$2.89M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.37M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.29M

Sector Composition

1 Technology 7.65%
2 Healthcare 7.21%
3 Financials 5.89%
4 Industrials 5.86%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$675K 0.14%
+5,284
177
$669K 0.14%
7,622
-989
178
$667K 0.14%
23,171
-1,923
179
$654K 0.14%
3,244
-368
180
$653K 0.14%
12,232
-79
181
$651K 0.14%
6,069
-370
182
$645K 0.14%
26,151
+2,445
183
$645K 0.14%
+6,783
184
$644K 0.14%
10,601
-2,035
185
$641K 0.13%
9,432
-2,038
186
$635K 0.13%
+25,136
187
$632K 0.13%
15,092
+492
188
$632K 0.13%
9,828
-376
189
$631K 0.13%
21,400
190
$624K 0.13%
7,918
+3,015
191
$623K 0.13%
5,489
-3,578
192
$620K 0.13%
32,080
-5,109
193
$618K 0.13%
404
+17
194
$616K 0.13%
11,540
+130
195
$609K 0.13%
4,042
-817
196
$602K 0.13%
11,010
-2,860
197
$601K 0.13%
58,000
198
$600K 0.13%
2,903
-2,252
199
$595K 0.12%
4,120
+652
200
$590K 0.12%
10,382
-730
6 7
8
9 10